Join panel sessions starting at 3pm ET / 12pm ET
| CE DIGITAL FORUMS • Advisor Technology • Asset Management • Marketing • Practice Management • Wealth Planning | |
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| The Digital Marketing Path Wednesday, October 28 | Start Time 3:00 pm EDT | 12:00 pm PDT |
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| Panel 1: Growth Through Marketing Automation (3:00 – 3:30 pm EDT) Learn tips for implementing a digital marketing strategy that streamlines and simplifies online campaigns and workflows across multiple channels—and drives leads, increases revenue and maximizes efficiency. REGISTER | |
| Moderator Samantha Russell, Chief Marketing and Business Development Officer Twenty Over Ten | | Panelist Nolan Baker, Co-Owner America’s Retirement Headquarters | | Panelist Robert Sofia, CEO Snappy Kraken | | Panelist Ryan Russell, Co-Founder Twenty Over Ten | | |
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| Panel 2: Video First—Developing Relationships at a Social Distance (3:45 – 4:15 pm EDT) Like the advisor business, video is relationship-driven; you have to bring clients with you, rather than simply instructing them where to go. Our panel discusses how advisors are successfully reaping the benefits of video. REGISTER | |
| Moderator Megan Carpenter, CEO and Co-Founder FiComm Partners | | Panelist Ben Sullivan, Director of Communications First Ascent Asset Management | | Panelist Tarah M. Williams, Senior VP Marketing and Advisor Loyalty Prospera Financial | | Panelist Candice Carlton, SVP Advisor Education FiComm Partners | | |
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| Panel 3: The Power of PR (4:30 – 5:00 pm EDT) What are your goals for getting your name out there? Our panel discusses how advisors can effectively adapt or expand their public relations strategy to become a more valuable piece of the marketing communications program. REGISTER | |
| Moderator Maria Rosati, Entrepreneur, Owner and CEO Eminence Communications | | Panelist Glenn Wiggle, Managing Partner Peak Brokerage Services | | Panelist Kirsten Plonner, President FiComm Partners | | Panelist Paul Damon, President and Founder Keramas Public Relations | | |
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| Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Must attend all three panel discussions to qualify. | |
| Not able to attend the live event? Archived versions of Digital Forums from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. | |
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